This year, Cumberland Trust celebrates its 20th anniversary as an independent corporate fiduciary focused on client service and advisor collaboration. Since 2001, the Cumberland Trust team has grown to serve hundreds of families across the United States.
During this year of growth, we are excited to announce the continued expansion of our team serving the states of Alabama and Kentucky. Jean Jackson, Assistant Vice President and Business Development Officer, will be working with families and their advisors throughout the state to offer customized trust and estate services to meet their needs.
Jean has years of experience in finance and trust and estate services. She has been a part of the Cumberland Trust team since 2012 and also covers the company’s markets in Chattanooga. She focuses on helping clients and their advisors achieve the peace of mind that comes from having a solid, personalized trust and estate plan and a reliable fiduciary in place. With expertise in legacy and wealth transfer planning, Jean provides assistance to individuals and families with modern dynamics.
“For years, Jean has supported individuals and families seeking high caliber trust and estate services,” said Michelle R. Diamond, Chief Development Officer and Executive Director of Regional Markets. ” We are delighted that Jean will expand our presence in both Alabama and Kentucky to bring premier trust and estate administration services to more advisors and clients.”
Prior to joining Cumberland Trust, Jean worked in the financial sector specializing in municipal securities. Her previous posts include roles with Robinson-Humphrey, Merrill Lynch, and Trust Company Bank in Atlanta. Jean received a Bachelor of Science degree in Business Management and Finance from Tulane University.
Cumberland Trust’s work with families and their legal, financial, and tax advisors has helped us to grow to over $5 billion in assets under administration. As we continue our growth in both Alabama and Kentucky, please reach out to Jean with any questions or inquiries. Our team of trust and estate administration professionals will continue to serve you and your region, and we look forward to visiting with you soon!